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LDSF
+0.10 · +0.50%
$19.17 · NASDAQ

First Trust Low Duration Strategic Focus (LDSF) ETF Analysis | Short-Term Bond

First Trust · USA
AUM:$155.3M
#– of – in Short-Term Bond ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 6.3% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.75% — moderate cost. Consider how fees compound over long holding periods.

What is LDSF?

Under normal market conditions, the fund seeks to achieve its investment objectives by investing at least 80% of its net assets (including investment borrowings) in a portfolio of U. -listed exchange-traded funds (ETFs) that principally invest in income-generating securities that provide it with a duration of three years or less.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
LDSF returned 6.3% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.75%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 99.7% of the ETF — significant weight in a small number of names.
ETF Information
AUM$155.3M
Expense Ratio0.75%
Dividend Yield4.53%
Holdings7
Inception DateJan 2019
Domicile–
Distribution–
Index–
ProviderFirst Trust
Beta0.46
CategoryShort-Term Bond
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-1.4%
1Y
+1.8%
3Y
+14.9%
5Y
+11.6%
OpenBook InsightIf you had invested £10,000 in LDSF 5 years ago, it would have grown to £11,157 — a gain of £1,157.

Annual Returns

Calendar year performance

LDSF delivered positive returns in 3 of the last 5 calendar years.
YearLDSF
2026 YTD-0.5%
2025+7.2%
2024+4.4%
2023+6.5%
2022-5.2%
CAGR 4yr+3.1%
3/5 positive yearsAvg return: +2.5%Worst year: -5.2% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
2.5%
Low
Momentum
-0.3%
30-day change
Support Level
18.82
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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